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The Next Frontier

Jun 23, 2021

At the Next Frontier, we’ve learned a lot from our guests about how to navigate a world of perpetual uncertainty and accelerating change. Join host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, as he reflects on how the 24/7 flow of information − and misinformation − affects our...


Jun 2, 2021

We often think about grief in the context of losing a loved one, but it can actually occur any time we experience changes like losing a job, health problems, or a move. In this episode, Sherri Snelling, founder & CEO of Caregiving Club, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First...


May 12, 2021

The disruption and uncertainty we’re experiencing today is cause for reflection on how we show up as leaders. In this episode, John Lawton - CEO and a financial advisor at BLB&B Advisors - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how authenticity,...


Apr 21, 2021

Today, what it means to serve clients extends beyond money management. Advisors’ own life perspectives and lessons are now informing the way we approach the business. In this episode, David Hohimer - Founder and Managing Partner at Hohimer Wealth Management - joins host Bill Coppel - Managing Director and Chief...


Mar 31, 2021

The business of advice has changed. And clients today are concerned about much more than their money. In this episode, Vaughan Scott, CEO of Axiom Financial Strategies Group, joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to discuss how advisors can use empathy...